SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$8.7M
3
+$3.22M
4
MSFT icon
Microsoft
MSFT
+$2.12M
5
VTRS icon
Viatris
VTRS
+$1.68M

Top Sells

1
+$4.91M
2
+$2.84M
3
+$2.37M
4
EQIX icon
Equinix
EQIX
+$1.8M
5
ABT icon
Abbott
ABT
+$1.79M

Sector Composition

1 Technology 20.75%
2 Healthcare 15.84%
3 Financials 14.44%
4 Communication Services 8.11%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$447K 0.05%
2,718
402
$443K 0.05%
11,329
403
$441K 0.05%
7,679
404
$439K 0.05%
9,757
-906
405
$439K 0.05%
11,802
406
$438K 0.05%
12,233
407
$438K 0.05%
5,621
408
$438K 0.05%
3,386
-2,311
409
$438K 0.05%
8,059
410
$437K 0.05%
6,795
-580
411
$435K 0.05%
40,500
412
$434K 0.04%
6,922
413
$434K 0.04%
9,275
414
$433K 0.04%
8,265
-400
415
$430K 0.04%
8,124
416
$430K 0.04%
17,884
-13,164
417
$429K 0.04%
2,454
418
$429K 0.04%
12,525
419
$427K 0.04%
9,839
-9,300
420
$425K 0.04%
43,147
421
$423K 0.04%
3,714
422
$422K 0.04%
6,415
+1,002
423
$422K 0.04%
6,066
424
$421K 0.04%
7,945
+15
425
$421K 0.04%
8,000
15 16
17
18 19